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WhatsApp template · All templates

Document request WhatsApp template

Chase the paperwork a filing is waiting on. Ready-made wording for the official WhatsApp Business API, written to Meta’s review guidance. Copy it, or load it into VartaAPI in two clicks.

CAs and accountants · Utility

The template

Dear {{1}}, to complete {{2}} we still need {{3}}. Please send it across whenever convenient.
Use it in VartaAPI
  • {{1}}Example: Mr Sharma
  • {{2}}Example: your August filing
  • {{3}}Example: the bank statement for August
  • ✓Name: document_request · Category: Utility · Language: English
BYour businessOfficial business account
Dear Mr Sharma, to complete your August filing we still need the bank statement for August. Please send it across whenever convenient.10:42 am

When to send it

When a filing or job is waiting on paperwork from the client.

Tip: Ask for one specific document per message; a long list tends to get half an answer.

How to use it in VartaAPI

  1. Open Templates and press Browse the library.
  2. Find “Ask for documents” and press Use this. The wording and examples fill the form.
  3. Change anything you like (add your business name, a header with an image or document, or buttons), then submit it to Meta for approval.
  4. Once Meta approves it, send it from a campaign, a chatbot flow, the inbox or your own software through the API.

The template builder and the library are on every plan, including Free. Owners and admins of an account can submit templates.

Why it is written this way

Meta reviews every template before it can be sent. This one never starts or ends with a blank, keeps real words between blanks, gives an example for each blank, and sits in the category that matches what it says (utility, because it is about something the customer already did or asked for). Those are the common reasons templates are turned down. Meta still decides; if it refuses, VartaAPI shows the reason in plain words.

What it costs to send

Meta charges per delivered template message and bills you directly. In India a utility message costs ₹0.115 before GST. VartaAPI adds nothing per message; see WhatsApp API pricing in India.

Questions

Quick answers.

Is this document request template free to use?
Yes. Copy the wording, or load it into VartaAPI's template form from the library and change it to suit your business. VartaAPI's template builder and library are on every plan, including Free.
Will Meta approve it?
Meta reviews every template and decides. This one is written to Meta's guidance: it does not start or end with a blank, no two blanks sit side by side, each blank has a believable example, and its category matches what it says. If Meta rejects it, VartaAPI shows Meta's reason so you can fix and resubmit.
Why is it a utility template?
It tells a customer about something they already did or asked for: an order, a payment, an appointment. That is what Meta calls utility. Filing it as marketing would cost more per message and can lead to rejection.
What does sending it cost?
Meta charges per message and bills you directly. In India a utility message costs ₹0.115 before GST. VartaAPI adds nothing per message.

More cas and accountants templates: GST filing due · Return filed · Statement ready · All 29 templates

Send it from your own number.

Start on the free plan, connect your WhatsApp number, and load this template in two clicks.

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